Avp, Client Advisor Assistant

2 days ago


Kuala Lumpur, Malaysia United Overseas Bank (Malaysia) Bhd Full time

**About UOB**:
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.

Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

**About the Department**:
**UOB Asset Management** is a leading Asian asset manager with award-winning investment expertise in fixed income and equities. Headquartered in Singapore, we offer global investment management expertise to individuals, institutions and corporations from a regional network spanning Thailand, Malaysia, Brunei, Japan and beyond. Our comprehensive product suite includes innovative solutions covering retail unit trusts, exchange-traded funds and customised portfolio management services.

**Responsibilities**:
As a Relationship Officer (RO) supporting the Private Bank team, you will be fully responsible for rendering excellent service support to our Private Bank customers and sales support to our Senior Client Advisors.
- Assist Senior Client Advisor with client’s transaction processing
- Provide the relevant documentation for Senior Client Advisor prior client’s appointment
- Perform the relevant checking in the respective system to ensure account is in order
- Perform the necessary name screening and searches for the on boarding of account, annual review and upon event trigger
- Banking and securities account opening
- Doc preparation for stamping purposes
- Prepare letter of reference and mail out

**Job Requirements**:
**Be a part of UOB Family**:



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